Treasury Management Executive II

Busey Bank • Fort Myers, FL

3d

About The Position

Position Summary The Treasury Management Executive manages and pursues treasury management fee income, deposit growth and product penetration across an assigned portfolio of existing clients. Additionally, the TME I collaborates with commercial relationship managers to develop new business with prospective clients.

Requirements

• Strong oral and written communication skills
• Strong sales and customer service skills
• Advanced knowledge of TM products, commercial payments and banking
• Electronic business banking platforms and other financial services
• Compliance regulations
• Multi-task and work independently
• Results oriented with excellent execution and closing capabilities
• Solve problems independently while applying logic and discretion
• Requires Bachelor’s degree with emphasis on Finance or Business.
• 4-6 years Treasury Management and/or payment technology sales, with a demonstrated track record of achieving and surpassing quota
• Requires strong knowledge of Microsoft Office.

Nice To Haves

• CTP certification preferred

Responsibilities

• Manage and actively cross-sell into an existing portfolio of Treasury Management clients to drive treasury and card fee income, deposit growth and product penetration.
• Work closely with commercial relationship managers to develop new business with prospective clients.
• Proactively schedule sales calls with assigned clients, as well as attend sales calls scheduled by other line of business partners.
• Schedule, prepare, attend and manage follow-up from annual Treasury Management client reviews.
• Prepare treasury and commercial card pricing/profitability models, proposal, presentations and payment cycle reviews.
• Identify opportunities for merchant services and receivables opportunities within existing and prospective clients and make qualified referrals to FirsTech.
• Meet regularly with line of business partners to discuss referral business opportunities and market trends.
• Coordinate and/or provide assistance for RFPs, pitch books and contract negotiation with internal stakeholders.
• Coordinate product demonstrations for clients.
• Gather data, processing instructions, documentation and other information required to facilitate new client Treasury Management implementations.
• Maintain client data in the Customer Relationship Management (CRM) system, including developing account strategies, prioritizing prospects/clients and logging calls.
• Clearly and accurately communicate complex solutions to clients; suggest products and services that increase efficiency and/or reduce risk of fraud.
• Assist internal Associates with negotiating contract terms with client.
• Provide cross-sell referrals to other functional areas within the Bank.
• Remain current with all Treasury Management products and services as well as regulatory requirements and understand the impact to the Treasury Management function.
• Complete job assignments in a professional, timely and efficient manner; organize and prioritize work; utilize appropriate technology and service tools for tracking of internal and external requests.
• Develop and maintain trusted, positive relationships with other Associates, clients and vendors.
• Represent Busey Bank and the Treasury Management team in a highly professional manner.
• Maintain confidentiality; adhere to Busey Bank policies and procedures; comply with laws, regulations and industry best practices.
• Reliable and predictable attendance.

Benefits

• Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results.
• Your personal and professional well-being—now and in the years to come—are important to us.
• Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program.
• In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive